Education & Events

Get connected & sponsor a League event
Wisconsin's Credit Unions Unite for Good
Wisconsin Credit Union Foundation

Introduction to Call Report Loan Classifications

The loan portfolio is the most significant asset for most credit unions, so it’s important that the loan classifications and related disclosures are correct. Join us to learn more!

Location


,


For More Information


p: 

c: 

Type of Event
On Demand Webinar

Who Should Attend
  • On Demand
  • Webinars
  • Lenders
  • Finance
  • Executive

Purchase

Description

The latest member business loan rule became effective January 1, 2017, and affected hundreds of accounts on the Call Report. The rule created new loan categories for junior lien 1 - 4 family residential properties and commercial loans that can complicate matters. The loan portfolio is the most significant asset for most credit union s, so it’s important that the loan classifications and related disclosures are correct.

Learning Objectives

  • How to categorize loans by type for the Loans & Leases Schedule
  • NCUA ’s commercial loan definition
  • What to include (and exclude) for delinquency reporting
  • Ensuring loan charge - offs and recoveries are accurately reported
  • Types and sources of unfunded loan commitments applicable to credit unions
  • Best practice recommendations and practical examples

Speaker

Stephen J.M. Schiltz, CliftonLarsonAllen LLP

Investment

$259.00